SEC Form ADV · CIK 1364615

APERIO GROUP, LLC

Firm profile: Aperio Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$152.1B

Assets Under Management

33,901

Total Clients

208

Employees

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Registration Details

CIK: 1364615
Accession: CRD-111616
Location: SAUSALITO, CA
Filing Date: April 2, 2026
AUM: $152.1B
Total Clients: 33,901
Institutional Clients: 857
Employees: 208
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksInvestment CompaniesPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporationsOther

About this Adviser

APERIO GROUP, LLC is a registered investment adviser headquartered in SAUSALITO, CA, managing approximately $152.1B in assets across 33,901 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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